Dana Banyasz, Financial Advisor

Focus Areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

About Dana

One of the most important lessons I've learned after working nearly 17 years with people – relationships mean everything. Which is why I use that lesson every day to build strong relationships and partner with the families I commit to working with.

I best serve those who have a strong desire to have a detailed strategy with clear direction for their goals. I prefer to build deep relationships with families who I can take the required time to understand clearly and earn their trust with the common goal of a long-term partnership. We want you to feel understood, informed, in control...

Work History

  • Edward JonesJune 2008 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Ashland UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Fishing
  • Football
  • Track & Field
  • Baseball

Team Members

  • Ashley Kahler
    Registered Branch Associate
    AAMS™
  • Christina Vega
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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